Step-by-Step Tutorial

How to Set-Up a Retail Price Audit with a Record-Only codeREADr Service

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1 Sign in to codereadr account

 

1) Create a Service

 

2 Create a service

2) Create a ‘Record Scans’ service.
It can be an online or an on-device service, depending on whether or not the app user will have Internet access while scanning.     If you create an online service, the scan data will instantly be posted to our server for real-time monitoring after each scan.    If you create an on-device service, the scan data needs to be uploaded when the app user gets Internet access.
4 Record scans online or on device
3) Name the service (necessary) and add a description for the app user to see (optional).
5 Name Service

4) Select which app users are authorized to access this service on their device.

Note: You can have an app username and password for each app user or a single one for all users.

6 Authorize Users
5) Add one or more Questions (prompts) for data collection. Create your own custom questions or select questions from the list of ‘Available Questions’.
The most common prompts for Price Audits are ‘Short Answer’ question types, ‘Multiple Choice (Single Answer)’ question types, and ‘Dropbox Collection’ question types where a photo can be taken and saved in the scan record.
Example:
Question:Question Type:
If the displayed pricing the standard price?                   —  (Multiple Choice, Single Answer)
If not, is the price the promotional price?                      —  (Multiple Choice, Single Answer)
If neither, enter the displayed price here.                      — (Short Answer – Manual)
Take a photo to document the discrepancy.                  — (Dropbox: Image Only)
Step 1: Select ‘Add a Question’
7 1 add questions
Step 2: Name the question and select an ‘Answer Type’ in the dropdown menu. Submit the question when complete.
7 2 submit question
Step 3: Drag the questions from the list of ‘Available Questions’ into the appropriate field to the left i.e. ‘Ask after submitting any scan’.
7 3 Drag questions into fields
Step 4: When finished creating / including questions into the service. Save and Continue.
7 4 questions save and continue
6) In the Advanced section you might want to consider checking the following boxes:
  •     ‘Email me when on-device scans are uploaded.’ Check this option if you need an immediate alert and you don’t plan on creating a report template option on the Scans page – the place where scans are normally filtered and downloaded on demand.
  •     ‘Allow users to delete scans saved on device.’ This option is useful in case the app user made an entry mistake.
  •     ‘Allow users to edit answers saved on device.’
  •     ‘Track the device’s location at the time of each scan. Collect it …’  Check this option if you want to track the app user’s GPS location. (The most common selection is ‘without interruption as a scan property’ which we call ‘background GPS’.)
  •     ‘Improve performance by targeting the barcode format(s) of this service.’ Check this option if you know the barcode type(s) you will be scanning – it can make scanning faster.

 

9 Advanced Questions

 

7) Review the service and select ‘Done’ to complete service creation.

 

10 Done - Copy

Note: To have this new service loaded to a mobile device or tablet, the app user will need to sign out and sign back into the app or refresh its services.
Please Read our Best Practices: Price Audit – Retail  article and / or watch the video below for more information.